To export a commitment created in Procore to your integrated ERP system.
This process consists of actions that are typically performed by two different users.
- Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
- Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
- Accepted commitments are exported to the integrated ERP system.
- Rejected commitments are NOT exported to integrated ERP system. Instead, the commitment is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.
Follow the steps below to create commitments in Procore and then export them to QuickBooks.